Self-Service Reports

For more information on these reports, including what permissions are needed to access them, see our Available Reports page.

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Title   Release Date Release Content Type Components Last Modified Video Article Sort Order
Visit List Report: Sex At Birth Column Added 05/06/2026 3.55.1 Release note Visit List 05/15/26 20
Diagnosis Report: Active Chart Alert Information Added 06/06/2026 3.55.1 Release note Diagnosis Report 05/15/26 10
Diagnosis Report: Faster filtering with dropdown selection for ICD-10 and diagnosis fields 03/28/2026 3.54.1 Release note Diagnosis Report 03/18/26 20
Practice User Audit Report: Track feature adoption with new permission filters 03/28/2026 3.54.1 Release note Practice User Audit Report 03/18/26 10
Enhancements to Diagnosis Report 02/21/2026 3.54 Release note Diagnosis 02/12/26 23
Enhancements to Patient List Report 02/21/2026 3.54 Release note Patient List 02/12/26 10
Perform location added to Orders Queue Worklist Queue report 06/25/2025 1.13.0 Release note Orders Queue 10/22/25
Columns for appointment data added to Charge Capture report 06/25/2025 1.13.0 Release note Charge Capture Report 10/22/25
Appointment data added to Clinical Profile Chart Alert report 06/25/2025 1.13.0 Release note Chart Alert 10/22/25
Improved design for all reports 06/25/2025 1.13.0 Release note General 10/22/25
Additional enhancements 05/13/2025 1.12.1 Release note General 10/22/25
Charge Capture report enhancements 05/13/2025 1.12.1 Release note Charge Capture 03/20/26 0
Patient List report enhancements 05/13/2025 1.12.1 Release note Patient List 10/22/25
Supportive Care Interventions Report enhancements 05/13/2025 1.12.1 Release note Supportive Care Interventions 10/22/25
Visit List Report enhancements 05/13/2025 1.12.1 Release note Visit List 10/22/25
Updates to Ins Auth Fin Counseling Worklist Queue Report 04/28/2025 1.12.0 Release note Ins. Auth/Fin. Counseling 10/22/25
New columns in Depression Screening Needed and Completed Report 04/28/2025 1.12.0 Release note Depression Screening Needed and Completed 10/22/25
Resource Type added to Visit List Report 04/28/2025 1.12.0 Release note Visit List 10/22/25
Payer ID added to Order History Report 04/28/2025 1.12.0 Release note Orders History 10/22/25
Improved usability across all reports 04/28/2025 1.12.0 Release note General 10/22/25
New Supportive Care Interventions Report 04/28/2025 1.12.0 Release note Supportive Care Interventions 10/22/25
Additional enhancements 02/03/2025 1.11.0 Release note Diagnosis, General 10/22/25
New Task and Time Cumulative Dashboard 02/03/2025 1.11.0 Release note Task and Time Management 10/22/25
New Depression Screening Needed and Completed Report 02/03/2025 1.11.0 Release note Depression Screening Needed and Completed 10/22/25
New Patient Charts Merged Report 02/03/2025 1.11.0 Release note Patient Charts Merged 10/22/25
New Potential Duplicate Patient Chart Report 02/03/2025 1.11.0 Release note Potential Duplicate Patient Chart 10/22/25
New Decision Support Interventions Feedback Report 02/03/2025 1.11.0 Release note Decision Support Interventions Feedback 10/22/25
Self-Service Reports enhanced design 11/23/2024 1.10.0 Release note General 10/22/25 0
Additional enhancements 11/23/2024 1.10.0 Release note Ins. Auth/Fin. Counseling 11/04/25
New Medication Administration Record with Admix Report 11/23/2024 1.10.0 Release note Medication Administration Record with Admix 10/22/25
New iKnowMed G1 Report 10/19/2024 1.9.0 Release note iKnowMed G1 11/11/25 0
Additional Enhancements 09/07/2024 1.8.1 Release note Patient List, Regimen Orders 10/22/25
New Pain Scale and PDMP Evaluation Report 09/07/2024 1.8.1 Release note Pain Scale and PDMP Evaluation 10/22/25
New Trending Pain Scores Report 09/07/2024 1.8.1 Release note Trending Pain Scores 10/22/25
Orders History report enhancements 09/28/2024 1.8.1 Release note Orders History 10/22/25
New Outbound Fax Worklist Queue Report 09/24/2024 1.8.1 Release note Outbound Fax Queue 10/22/25
New Ins Auth Fin Counseling Worklist Queue Report 08/10/2024 1.8.0 Release note Ins. Auth/Fin. Counseling 11/04/25
New Orders Queue Worklist Report 08/10/2024 1.8.0 Release note Orders Queue 10/22/25
Enhancements to Self-Service Reporting 06/08/2024 1.7.0 Release note General 10/22/25 0
Charge Capture report enhancements 05/10/2024 1.6.1 Release note Charge Capture 10/22/25
Orders History report enhancements 05/10/2024 1.6.1 Release note Orders History 10/22/25
Patient List report enhancements 05/10/2024 1.6.1 Release note Patient List 10/22/25
New Regimen Orders Report 04/16/2024 1.6.0 Release note Regimen Orders 11/19/25 0
New Practice User Audit: Permissions and Last Login Report 03/16/2024 1.5.1 Release note Practice User Audit: Permissions and Last Login 11/13/25 0
New Prescription Audit Report 03/16/2024 1.5.1 Release note Prescription Audit 10/22/25
New Attach Documents Worklist Queue Productivity Report 02/17/2024 1.5.0 Release note Attach Documents Worklist Queue Productivity 10/22/25
Filter Orders History Report to include or exclude supplies 02/17/2024 1.5.0 Release note Orders History 10/22/25
Additional Enhancements 01/13/2024 1.4.0 Release note General, Orders History, Patient List 11/13/25 0
Attach Documents Worklist Queue Audit Report 01/13/2024 1.4.0 Release note Attach Documents Queue 11/13/25 0
Visit List Report 01/13/2024 1.4.0 Release note Visit List 10/22/25
Instructive message added to the searchable filters 11/13/2023 3.0.0 Release note General 10/28/25
Restricted patient disclaimer added to all reports 11/13/2023 3.0.0 Release note General 10/28/25
Pharmacy information integrated in the Patient List report 11/23/2023 3.0.0 Release note Patient List 10/28/25
Launch release notes 08/13/2023 1.3.0 Release note General 11/21/25 1 0
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